True Wealth Design’s Chipotle Mexican Grill CMG Stock Holding History

True Wealth Design’s Portfolio CMG Stock Details CMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60.8K	Sell	1,787 -2,008	-53%	-$65.6K	0.01%	417
2026 Q1	$121K	Sell	3,795 -86	-2%	-$3.18K	0.03%	170
2025 Q4	$144K	Buy	3,881 +3,549	+1,069%	+$128K	0.04%	126
2025 Q3	$13K	Sell	332 -590	-64%	-$26.6K	﹤0.01%	748
2025 Q2	$51.8K	Buy	922 +302	+49%	+$15.4K	0.02%	202
2025 Q1	$31.1K	Buy	620 +216	+53%	+$11.7K	0.01%	270
2024 Q4	$24.4K	Buy	404 +95	+31%	+$5.72K	0.01%	295
2024 Q3	$17.8K	Buy	309 +297	+2,475%	+$16.4K	0.01%	338
2024 Q2	$752	Buy	+12	New	+$745	﹤0.01%	578
2023 Q4	–	Sell	-50	Closed	-$1.83K	–	788
2023 Q3	$1.83K	Buy	+50	New	+$1.95K	﹤0.01%	273
2023 Q2	–	Sell	-50	Closed	-$1.71K	–	805
2023 Q1	$1.71K	Buy	+50	New	+$1.57K	﹤0.01%	343

Other funds holding CMG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

True Wealth Design's CMG Position: Q2 2026 in Review

True Wealth Design reduced its Chipotle Mexican Grill (CMG) stake by 53% in Q2 2026, selling an estimated $65.6K and leaving 1,787 shares worth $60.8K. The position accounts for 0.01% of the portfolio, ranked #417.

True Wealth Design first reported a position in CMG in Q1 2023 and has held it in 11 quarters since. The position peaked at $144K in Q4 2025. 208 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

True Wealth Design held 1,787 shares of Chipotle Mexican Grill worth $60.8K as of Q2 2026.
True Wealth Design sold 2,008 Chipotle Mexican Grill shares in Q2 2026, an estimated $65.6K.
Chipotle Mexican Grill made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #417 holding.
True Wealth Design first reported a position in Chipotle Mexican Grill in Q1 2023 and has held it in 11 quarters since.
True Wealth Design's Chipotle Mexican Grill position peaked at $144K in Q4 2025.
208 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.